Personalized Financial Planning for Individuals and Businesses
Whether you’re single and just starting out or managing finances for a household or a business, the financial professionals at Trilogy Financial can help you create a custom financial plan to pursue your goals. We listen and get to know you and your needs to design wealth management and protection strategies for now and the future.
We’re relationship builders in it for the long run to help coach you through a lifetime of working towards financial success.
Our Denver location is not only one mile high, but so are our aspirations for your financial future.
At Trilogy, our goal is to help everyone – no matter what financial state they’re in – make smart financial decisions. In our Denver office, we have a team of financial professionals who specialize in all areas of financial planning, including:
Whether you are new to investing or have years of experience, we can help you create an investment strategy that considers your risk tolerance and long- and short-term goals. We’ll coach you through the ups and downs of the market to help you create the financial future you deserve. Read more in our blog.
Whether it’s a business plan, individual plan or college, estate and gifting plans for loved ones, we’ll put together a data-driven, customized financial strategy. Our certified financial coaches will guide you through saving, investing and seeking to protect your wealth accumulation and picking the right financial products to fit your needs. Read more in our blog.
Saving for retirement
Planning for retirement can feel overwhelming. Our wealth advisors can coach you through saving strategies, rolling over 401(k) plans, making the right investment choices, navigating employer-based programs, deciding the best time to retirement and preparing for it. Read more in our blog.
Plus much more.
With Trilogy, you don’t just have an Advisor; you have a whole team in your corner.
Our experienced professionals are investment fiduciaries. They are specialists in planning techniques, planning software and bring decades of experience in advanced protection planning. Their distinctive abilities enable us to give you customized guidance — coaches that will move toward achieving your real-life goals.
Our Denver location features a strong leadership team that includes:
Mike Broker, CFP® – is a Managing Vice President and Chief Strategy Officer. Mike’s career with Trilogy started as a trial by fire during the Great Recession in 2008 as he helped clients recover and strategize their financial future during a challenging time. His background as a personal trainer set him up perfectly to be a coach for his clients in creating financial fitness plans and help lead team members to work toward success. His specialty is helping clients phase into retirement and transition from accumulating wealth to living from it. He also serves as a member of the Board of Directors for Make A Wish Colorado, a non-profit organization that helps make dreams come true for critically ill children.
Mike is currently studying for his MBA at the University of Denver and has a Finance Degree from Georgia State University. He is an Investment Advisor Representative with Trilogy Capital, Inc., in which he holds his Series 65 Registration. He holds his Series 6, 7, 24, and 63 Registrations with LPL Financial, as well as his Life and Health Insurance License.
Sean Covi CFP®, CLU® – is a Vice President of Advanced Planning for Business. Sean helps businesses find money they didn’t know they had. He works with business owners and their tax planners to help them implement underutilized expense controls that can help reduce tax and operational costs. As a relationship builder with businesses and over two decades of experience with Trilogy, he takes pride in educating his clients and creating financial plans that seek to benefit their bottom line. He is a registered representative for LPL Financial, holds his Series 7, 24, 51, and 63 Registrations with LPL Financial and Life, Health and Long-Term Care Licenses.
Michael Fibiger – is a Vice President of Wealth Management. Mike knows the value of trusting relationships. After suffering a life-altering accident in 2011, he brings a commitment with him every day to help his clients have the right information and tools to create the financial future they deserve. He builds customized financial plans backed by comprehensive technology and decades of investment knowledge. It’s his goal to ensure you have a proactive team behind your financial life plan so you can focus on what matters most in your life. He is an Accredited Investment Fiduciary and an Investment Advisor Representative with Trilogy Capital, Inc, in which he holds his series 65. Additionally, Michael holds his Series, 6, 7, and 63 Registrations with LPL Financial and is Life and Health licensed.
Heather Klutznick – is a Vice President of Wealth Management. Heather’s service offerings specialize in retirement plans and wealth accumulation. She truly listens to her clients to understand their needs and goals, which allows her to provide wealth management services to individuals, trusts and corporations. She previously managed one of the largest Trilogy offices and trained many successful managers at Trilogy today. She has two decades of experience with Trilogy and in the financial industry and is an Investment Advisor Representative with Trilogy Capital, Inc., where she holds her Series 65 Registration, as well as Series 6, 7, 24, 51, and 63 Registrations with LPL Financial.
Mark Nicolet, CFP®, MBA – is a Vice President of Wealth Management. Mark is a listener. He works to understand his client’s priorities and offers custom financial advice to create a Life Plan that fits their needs. He believes that eliminating debt and investing for the long term is the ideal way to build wealth. He is also committed to educating his clients about college savings, retirement plans, investment goals and their overall financial future. When he’s not creating financial plans for people, he works with the non-profit A Weight Off, a resource to inform and empower the aging community, as well as hosts a Father-Son breakfast for local Lakewood families. Mark earned his MBA from Drake University and has obtained his CFP® designation. He is a qualified Dave Ramsey SmartVestor Pro* for investing and financial planning. He is also an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds a Life and Health Insurance license.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
Let’s Build a Strong Financial Future – Together
Financial planning is all about accumulating wealth and protecting it, so you reach your life and business goals. Let us help you create a bright financial future.